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Livermore
Livermore
ZHEN

Energy Transfer LP

ET
Exchange
NYSE
Industry
Natural Gas Transmission
SEC CIK
0001276187

In the last 90 days, Energy Transfer LP insiders filed 2 open-market purchases and 0 sales; 1,304 institutions reported holding it in 13F filings for Q2 2026, worth $21.1B in total; Appaloosa is the only superinvestor holding it.

Other share classesET.PI

13F holders, Q1 2024

Institutional positions in Energy Transfer LP as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,059
+19 vs. Q4 2023
Shares held
1.13B
−7.98M (−0.7%) vs. Q4 2023
Total value
$17.7B
+$1.93B (+12.2%) vs. Q4 2023
New holders
86
444 more added
Sold out
67
261 more reduced

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 1,059 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ1 2024: $17.7B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.

Institutions holding ET in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Amplius Wealth Advisors, LLC16,048$252.4K0.03%+381+2.4%Added
Silverleafe Capital Partners, LLC16,063$252.7K0.10%+348+2.2%Added
Redhawk Wealth Advisors, Inc.16,075$252.9K0.04%+24+0.1%Added
TD Waterhouse Canada Inc.16,144$254.6K0.00%−345−2.1%Reduced
Granite Group Advisors, LLC16,223$255.2K0.17%+823+5.3%Added
Future Financial Wealth Managment LLC16,242$255.5K0.20%+109+0.7%Added
Saxony Capital Management, LLC16,284$256.2K0.31%+766+4.9%Added
Allworth Financial LP16,294$256.3K0.00%+4,929+43.4%Added
Fairman Group, LLC16,300$256.4K0.24%00.0%Unchanged
Private Client Services, LLC16,310$256.6K0.17%+576+3.7%Added
Professional Financial Advisors, LLC16,401$258.0K0.07%00.0%Unchanged
Verdad Advisers, LP16,432$258.5K0.28%+16,432New
Novare Capital Management LLC16,433$258.5K0.02%00.0%Unchanged
GDS Wealth Management16,560$260.5K0.03%00.0%Unchanged
Helen Stephens Group, LLC16,654$262.0K0.10%+614+3.8%Added
Summit Trail Advisors, LLC16,758$263.6K0.01%+500+3.1%Added
Plan Group Financial, LLC16,851$265.1K0.17%+16,851New
Kavar Capital Partners Group, LLC16,900$265.8K0.05%−16,900−50.0%Reduced
Magnus Financial Group LLC16,912$266.0K0.03%+1,587+10.4%Added
Bryn Mawr Trust Co16,952$266.7K0.01%+16,952New
Register Financial Advisors LLC16,953$266.7K0.14%+42+0.2%Added
Total Clarity Wealth Management, Inc.16,956$266.7K0.09%+318+1.9%Added
Caldwell Sutter Capital, Inc.16,971$266.9K0.13%+60.0%Added
Leisure Capital Management17,000$267.4K0.13%00.0%Unchanged
Highlander Partners, L.P.17,080$268.8K0.19%+17,080New
Van Hulzen Asset Management, LLC17,120$269.0K0.02%00.0%Unchanged
Ethos Financial Group, LLC17,177$270.0K0.05%+1,311+8.3%Added
Steward Partners Investment Solutions, LLC17,251$271.4K0.05%00.0%Unchanged
Resources Investment Advisors, LLC.17,407$273.8K0.00%−3,060−15.0%Reduced
Mayflower Financial Advisors, LLC17,436$274.3K0.05%00.0%Unchanged
Parkside Financial Bank & Trust17,436$274.3K0.04%00.0%Unchanged
David Loasby17,464$274.5K0.03%+5,730+48.8%Added
Aire Advisors, LLC17,487$275.1K0.06%+378+2.2%Added
RiverTree Advisors, LLC17,500$275.3K0.18%00.0%Unchanged
Capasso Planning Partners LLC17,500$275.3K0.11%00.0%Unchanged
Ironwood Investment Counsel, LLC17,538$275.9K0.05%+219+1.3%Added
Old North State Trust, LLC17,547$276.0K0.23%+17,547New
Prossimo Advisors, LLC17,636$277.0K0.54%+17,636New
Peapack Gladstone Financial Corp17,675$278.0K0.00%+2,355+15.4%Added
United Advisor Group, LLC17,706$278.5K0.10%+17,706New
Schulhoff & Co Inc17,802$280.0K0.12%00.0%Unchanged
Smithbridge Asset Management Inc17,902$281.6K0.06%−2,097−10.5%Reduced
Grey Fox Wealth Advisors, LLC17,928$282.0K0.11%+136+0.8%Added
Foster Victor Wealth Advisors, LLC17,989$282.1K0.03%−47−0.3%Reduced
Am Investment Strategies LLC18,084$284.0K0.07%+356+2.0%Added
Harmony Asset Management LLC18,150$285.5K0.12%+496+2.8%Added
Hoylecohen, LLC18,215$286.5K0.02%00.0%Unchanged
HBW Advisory Services LLC20,861$288.0K0.05%00.0%Unchanged
JFG Wealth Management, LLC18,333$288.4K0.08%+3,333+22.2%Added
Opus Capital Group, LLC18,399$289.0K0.04%00.0%Unchanged
RiverGlades Family Offices LLC17,850$289.7K0.23%00.0%Unchanged
Quadcap Wealth Management, LLC18,491$290.9K0.07%−8,638−31.8%Reduced
Salvus Wealth Management, LLC18,601$292.6K0.20%+445+2.5%Added
Yarger Wealth Strategies, LLC18,621$292.9K0.20%+403+2.2%Added
HTLF Bank18,649$293.3K0.03%+1,000+5.7%Added
Poplar Forest Capital LLC18,950$298.1K0.04%00.0%Unchanged
Sapient Capital LLC19,219$302.3K0.01%00.0%Unchanged
Financial Advocates Investment Management19,244$302.7K0.02%+70.0%Added
First Financial Bankshares Inc19,324$304.0K0.01%+4,510+30.4%Added
Cypress Capital Management LLC (WY)19,400$305.2K0.33%00.0%Unchanged
Kennedy Investment Group19,462$306.1K0.16%+389+2.0%Added
Walkner Condon Financial Advisors LLC19,570$307.8K0.07%+407+2.1%Added
Sage Capital Management, LLC19,607$308.4K0.17%+426+2.2%Added
Brighton Jones LLC19,613$308.5K0.01%+8,294+73.3%Added
BCJ Capital Management, LLC19,771$311.0K0.02%−11,286−36.3%Reduced
Mattern Capital Management, LLC19,897$313.0K0.04%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC19,933$313.5K0.13%+307+1.6%Added
Cadent Capital Advisors, LLC19,953$313.9K0.13%+111+0.6%Added
Mather Group, LLC.22,778$314.3K0.00%−15,839−41.0%Reduced
Quaker Capital Investments, LLC20,000$314.6K0.12%−20,000−50.0%Reduced
National Philanthropic Trust20,000$314.6K0.01%00.0%Unchanged
One Charles Private Wealth Services, LLC20,000$314.6K0.14%00.0%Unchanged
Summit Financial Wealth Advisors, LLC20,001$314.6K0.06%00.0%Unchanged
Canton Hathaway, LLC20,000$315.0K0.08%+3,000+17.6%Added
Matrix Private Capital Group LLC20,043$315.3K0.21%00.0%Unchanged
RSM US Wealth Management LLC20,058$315.5K0.01%−8,620−30.1%Reduced
WT Wealth Management20,113$316.4K0.11%00.0%Unchanged
Searle & Co.20,119$316.5K0.08%00.0%Unchanged
Edgemoor Investment Advisors, Inc.20,140$316.8K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC20,201$317.8K0.06%+700+3.6%Added
Aldebaran Financial Inc.20,225$318.1K0.48%00.0%Unchanged
Private Trust Co NA20,230$318.2K0.03%+7,686+61.3%Added
Harrell Investment Partners, LLC20,310$319.5K0.09%−15,872−43.9%Reduced
Act Wealth Management, LLC20,370$320.4K0.16%+1,750+9.4%Added
Laidlaw Wealth Management LLC20,400$320.9K0.18%+2,000+10.9%Added
Bleakley Financial Group, LLC20,441$321.5K0.01%−507−2.4%Reduced
Simplicity Wealth,LLC20,441$321.5K0.01%+20,441New
Farmers & Merchants Investments Inc20,646$324.8K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC20,730$326.1K0.02%−20,649−49.9%Reduced
Derbend Asset Management21,083$331.6K0.16%−647−3.0%Reduced
Tranquility Partners, LLC21,102$331.9K0.13%+367+1.8%Added
Avantax Planning Partners, Inc.21,129$332.4K0.01%+7,518+55.2%Added
Jaffetilchin Investment Partners, LLC21,146$332.6K0.03%−1,999−8.6%Reduced
1st Source Bank21,444$337.3K0.02%00.0%Unchanged
Wesbanco Bank Inc21,489$338.0K0.01%+5,547+34.8%Added
Madden Securities Corp21,602$339.8K0.16%+21,602New
Second Line Capital, LLC21,637$340.4K0.11%+2,041+10.4%Added
Principal Securities, Inc.21,645$340.5K0.01%−1,992−8.4%Reduced
Good Life Advisors, LLC21,836$343.5K0.03%+1,129+5.5%Added
Christopher J. Hasenberg, Inc21,841$343.6K0.17%00.0%Unchanged